JPMorgan Chase (JPM)
Financials · diversified banking and financial services · NYSE
A leading global financial services firm providing comprehensive banking, investment, and asset management solutions for individuals and institutions worldwide.
What JPMorgan Chase does
JPMorgan Chase & Co. is a global financial services firm providing a broad range of investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. The firm operates through multiple business segments, serving millions of customers and many of the world's most prominent corporate, institutional, and government clients.
Themes: consumer banking, investment banking, wealth management, commercial banking, financial services
Fundamentals
- Price$331.42 as of 2026-10-08 close
- Market cap$881.0B as of 2026-06-30 (share count; price 2026-10-08)
- 1-year return+9.0% 2025-10-08 close $304.03 → 2026-10-08 close $331.42
- P/E13.88 as of 2026-10-08
- Net margin+31.3% FY2025, SEC XBRL
- ROE+15.7% FY2025, SEC XBRL
- Debt / equity3.30 as of 2026-09-02
- Revenue growth (YoY)+2.8% FY2025 vs FY2024, SEC XBRL
- Revenue CAGR (3y)+12.3% SEC XBRL
- Beta0.95 as of 2026-09-02
- Last reported earnings2026-07-14 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.7%; at least 17 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How JPM compares in its sector
- price-to-earnings ratiomiddle range 513 covered Financials peers, as of 2026-10-08
- net profit marginmiddle range 344 covered Financials peers, as of 2026-09-02
- return on equitytop 25% 559 covered Financials peers, as of 2026-09-02
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldmiddle range 468 covered Financials peers, as of 2026-09-02
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
JPM is not currently in any published Top 10 list. Its scores are below.
Top 10 score
56.6 #375 of 1,379 scored · #122 of 220 in Financials
Capital return 87th (consecutive years of dividend increases 17 years, net share count bought back over the year 3.4) and growth 70th (3-year revenue CAGR 12.3%); weakest is financial health (11th, debt to equity 3.3).
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, JPM's dividend was covered by reported results (earnings payout 29%). This describes past coverage, not a forecast.
- Earnings payout29% dividends / net income
- Free-cash-flow payoutnot assessable operating cash flow was not positive that year
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How JPMorgan Chase looks technically
JPMorgan Chase (JPM) is trading 2.9% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 80 trading days ago — a "golden cross", a bullish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 29, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 35, neither overbought (above 70) nor oversold (below 30). It made a new 20-day low about 2 trading days ago.
Trend
8
| Distance from the 200-day | it is trading 2.9% above its 200-day average, the long-term trend line — a longer-term uptrend | +2.9% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $350.50 | $350.50 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $322.11 | $322.11 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 56 calendar days ago — the swings before that are what the structure reading is measured on | 56 sessions |
| Wave structure | its recent swings can be read as a completed five-part upward sequence — the pattern Elliott-wave chartists call an impulse — which on that reading would now be due a pullback rather than more of the same; the labelling fails if price closes above 366.5. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible five-wave upward sequence, complete |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 80 trading days ago — a "golden cross", a bullish long-term signal | 80 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 29, with sellers in control | 28.5 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 35, neither overbought (above 70) nor oversold (below 30) | 35.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($325.07 to $354.50) — its "stochastic" reading is 22 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 21.6 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 38 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $366.50 | $366.50 |
|---|---|---|
| From the 52-week high | it is 9.6% below its 52-week high (its highest price of the past year) | -9.6% |
| Above the 52-week low | it is 18.7% above its 52-week low (its lowest price of the past year) | +18.8% |
| Below the 52-week high | it is 9.6% below its highest point of the past year | 9.6% |
| Since a 20-day breakout | it made a new 20-day low about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day low about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $366.50 (set on 2026-08-13) | $366.50 |
| Given back of the 52-week move | over the past year its closes ranged ($282.84 to $365.18), and it has given back roughly a third of its rise from last year’s low — 41% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $311.66 to $314.29. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 41.0% |
| From the all-time high | it is 9.6% below its all-time high | -9.6% |
| Nearest price level | it is trading 1.7% above a support level at $325.72 — a price it turned at three times since 2026-02-09, most recently on 2026-07-14. Since 2024-10-08 it has 11 such levels below the current price and 3 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -1.7% |
| All-time low | its lowest closing price on record is $14.96 (set on 2009-03-06) | $14.96 |
| Above the all-time low | it is 2115.4% above its all-time low | +2,115% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are wider than usual versus its own recent 6-month history (wider than about 74% of it) | 74th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $6.05 between its high and its low — about 1.8% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $6.05 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $323.32 and $357.74 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $323.32 – $340.53 – $357.74 |
| Typical daily range (% of price) | its price moves about 1.8% in a typical session — among the calmest in the catalog. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 1.8% |
| Stretch from the 200-day average | it is trading 1.5 daily ranges above its 200-day average price (2.9% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 1.5 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.02× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.4% since the prior reading | +0.4% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
1
| Gap at the open | it opened on 2026-10-08 0.7% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.7% |
|---|
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 7.3 percentage points (the stock lost 6.2% while the market gained 1.0%) | -7.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 3.6 percentage points (the stock gained 0.2% while the market gained 3.8%) | -3.6% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 5.3 percentage points (the stock gained 12.2% while the market gained 17.5%) | -5.3% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 6.0 percentage points (the stock gained 9.0% while the market gained 15.0%) | -6.0% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bearish state: a fresh 20-day low, MACD momentum is negative, a strong downtrend, with sellers in control, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 4.0% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is moderate, spanning 3.0% of the share price. | -4.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 4% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $319.68 — a volume-weighted average of daily closes over 190 sessions, not a true tick-by-tick VWAP. | +3.7% |
|---|---|---|
| Vs the average paid since it last reported | the price is 5% below the average price paid since it last reported on 2026-07-14 (its 8-K), so the typical buyer over that stretch is under water. That average is $348.56 — a volume-weighted average of daily closes over 62 sessions, not a true tick-by-tick VWAP. | -4.9% |
Price levels it has turned at before
JPM last closed at $331.42 on 2026-10-08. Since 2024-10-08 it has turned at 11 prices below its last close and 3 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $325.72 | Support | 1.7% below the last close | turned there three times · 2026-02-09 to 2026-07-14 |
| $319.50 | Support | 3.6% below the last close | turned there five times · 2025-09-29 to 2026-05-07 |
| $343.61 | Resistance | 3.7% above the last close | turned there twice · 2026-06-25 to 2026-07-29 |
| $350.80 | Resistance | 5.8% above the last close | turned there twice · 2026-07-15 to 2026-08-21 |
| $311.02 | Support | 6.2% below the last close | turned there twice · 2025-10-15 to 2026-05-26 |
| $364.68 | Resistance | 10.0% above the last close | turned there twice · 2026-08-13 to 2026-09-04 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $366.50.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
This reading has stood for 35 trading days, since 2026-08-20.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Broke down to a new 20-day low · lagging the market · Least volatile (2% or less typical daily range) · Under water since its last earnings report (below the anchored VWAP) · Trading below the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · breakout
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.08 mean, 1=Strong Buy…5=Strong Sell) — 21 analysts
- Mean price target$375.81 range $305.00 – $436.00; median $375.00
Analyst estimates, as of 2026-10-03. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for JPM
- Consensus EPS estimate$5.91 next reporting period, as of 2026-10-03
- Estimate change, 30 days+$0.0008 (+0.0%) from $5.91, on 2026-08-29, 35-day window
- Readings revised upward25% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["exposure to credit losses and economic downturns","intense competition in financial services markets","regulatory, legal, and compliance risks"]
What changed in the latest 10-Q
AI-assisted comparison of JPM's 10-Q filed 2026-05-01 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Reworded:
- Page numbers for 'Consolidated Balance Sheets and Cash Flows Analysis' changed from 15 to 12 (filed 2026-05-01)
- Page numbers for 'Explanation and Reconciliation of the Firm's Use of Non-GAAP Financial Measures' changed from 18 to 15 (filed 2026-05-01)
- Page numbers for 'Business Segment & Corporate Results' changed from 20 to 17 (filed 2026-05-01)
- Page numbers for 'Firmwide Risk Management' changed from 43 to 32 (filed 2026-05-01)
- Page numbers for 'Capital Risk Management' changed from 44 to 33 (filed 2026-05-01)
- Page numbers for 'Liquidity Risk Management' changed from 51 to 41 (filed 2026-05-01)
- Page numbers for 'Consumer Credit Portfolio' changed from 61 to 50 (filed 2026-05-01)
- Page numbers for 'Wholesale Credit Portfolio' changed from 66 to 54 (filed 2026-05-01)
- Page numbers for 'Allowance for Credit Losses' changed from 75 to 63 (filed 2026-05-01)
- Page numbers for 'Investment Portfolio Risk Management' changed from 78 to 66 (filed 2026-05-01)
- Page numbers for 'Market Risk Management' changed from 79 to 67 (filed 2026-05-01)
- Page numbers for 'Country Risk Management' changed from 86 to 74 (filed 2026-05-01)
- Page numbers for 'Critical Accounting Estimates Used by the Firm' changed from 87 to 75 (filed 2026-05-01)
- Page numbers for 'Accounting and Reporting Developments' changed from 90 to 78 (filed 2026-05-01)
- Page numbers for 'Forward-Looking Statements' changed from 91 to 79 (filed 2026-05-01)
- Page numbers for 'Item 3. Quantitative and Qualitative Disclosures About Market Risk' changed from 203 to 179 (filed 2026-05-01)
- Page numbers for 'Item 4. Controls and Procedures' changed from 203 to 179 (filed 2026-05-01)
- Page numbers for 'Item 1. Legal Proceedings' changed from 203 to 179 (filed 2026-05-01)
- Notes:
- Only table of contents page number references are present in both texts; substantive content differences cannot be assessed from this comparison
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 2 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-040 buys · 1 sell ($882027) — 1 selling insider
- Last 90 days · read to 2026-10-040 buys · 2 sells ($2M) — 1 selling insider
- Last 180 days · read to 2026-10-040 buys · 19 sells ($71M) — 10 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-09-10. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about JPM's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 49 matched disclosures for JPM from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
7 institutional 13F filers reported holding JPM as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 7
- Reported shares held 386,401,448
- Reported value $126,480,786,999
reported quarterly holdings change (2026-03-31 → 2026-06-30): 1 new, 3 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about JPM's institutional holders → See what each manager we track holds →
Short interest (FINRA)
JPM had 23,990,561 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
JPM had 0.90% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.64 days to cover at the same settlement.
- Reported short interest (shares) 23,990,561
- Short interest (% of shares outstanding) 0.90%
- Prior settlement (shares) 26,537,949
- Reported change -9.6%
- Days to cover (reported) 3.64
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Bank of America (BAC)
- Citigroup (C)
- Wells Fargo (WFC)
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- Barclays
- Deutsche Bank (DB)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does JPMorgan Chase (JPM) do?
JPMorgan Chase & Co. is a global financial services firm providing a broad range of investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. The firm operates through multiple business segments, serving millions of customers and many of the world's most prominent corporate, institutional, and government clients.
What sector is JPMorgan Chase (JPM) in?
JPMorgan Chase (JPM) is classified in the Financials sector. Its industry is diversified banking and financial services. It trades on NYSE.
Does JPM pay a dividend?
Yes — JPMorgan Chase (JPM) pays a dividend, with an indicated yield of about 1.72% and at least 17 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-09-02). Informational only — not financial advice.
Who are JPMorgan Chase's (JPM) competitors?
Notable peers of JPMorgan Chase (JPM) include Bank of America, Citigroup, Wells Fargo, Goldman Sachs and Morgan Stanley. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in JPM?
Yes — we hold 49 matched STOCK Act disclosures for JPM from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is JPMorgan Chase (JPM) overbought or oversold right now?
JPMorgan Chase (JPM) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 35, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on JPM come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.